Help Center

Integration with Mail Houses

LeadCenter provides built-in integrations with leading mail houses, including Financial Seminar Services, Leading Response, and LeadJig. Once connected, attendee registrations from your mail house can flow into LeadCenter automatically, allowing your events, attendees, and related automations to stay in sync.

This article covers both:

• How to connect your mail house integration
• How the integration behaves after registrations start syncing

Supported Mail House Integrations

• Financial Seminar Services
• Leading Response
• LeadJig

How to Connect a Mail House

1. Go to the Mail Houses integration page.
2. Choose the mail house you want to connect.
3. Follow the connection steps to generate an access token or connect directly, depending on the vendor.
4. Once connected, new attendee registrations from the mail house will begin flowing into LeadCenter.

After the integration is active, attendees pushed by the mail house are added automatically to LeadCenter as event attendees. If the contact does not already exist, LeadCenter creates a new contact record for them. Event-related automations such as confirmation emails, reminders, and follow-up workflows can then run normally.

What Happens If the Event Does Not Already Exist?

If the mail house pushes an attendee for an event that does not yet exist in LeadCenter, the system can automatically create the event.

Recommended: Create the event in LeadCenter before registrations begin syncing whenever possible. This gives you more control over the event details, source, visibility, confirmations, reminders, and follow-up setup.

If the event is created automatically by the integration, some fields may be missing or incomplete, and the event source may not be set the way you expect.

What Happens After the Integration Is Connected

Once your mail house integration is connected, registrations begin flowing into the same Events, Attendees, and Contacts areas you already use in LeadCenter. There is no separate area for “mail house data.”

The sections below explain how that synced data appears and behaves.

Where Mail House Events Appear

Events created or updated by a mail house appear in the main Events section alongside all your other events.

1. Switch to the Marketing Dashboard.
2. Click Events in the left menu.

Mail house events appear in the standard events list and use the same event detail pages as manually created events.

How Mail House Events Appear in the Events List

When a mail house creates or updates an event, you may see values populated in the standard event fields, such as:

• Internal Event Name
• Public Name
• Status
• Type
• Source
• Date and Time
• Capacity
• Registered count

If you expand the event row, additional details may appear, including:

• Mail house
• Invitations sent
• Notes
• Location
• Virtual event flag

A strong clue that the event was created by an integration is the Internal notes field on the event. Mail house-created events usually include a prefix such as:

• - Created from Financial Seminar.
• - Created from Leading Response.
• - Created from Lead Jig.

How Event Details Are Populated

When a mail house creates or updates an event, LeadCenter can populate fields such as:

• Internal name
• Public name
• Status
• Type
• Source
• Start and end date/time
• Timezone
• Venue name
• Address fields
• Capacity
• Mail house name
• Invitations sent
• Description
• Agenda
• Internal notes

These fields remain editable in LeadCenter. However, if the same event is matched again by the integration later, some mail house values may still continue to fill in empty fields.

How Attendees Appear

Mail house registrations appear in the normal event attendees list. To view them:

1. Open the event.
2. Click Attendees.

The attendee list can include:

• Attendee Name
• Registration Status
• Registration Date
• Guests
• Notes
• Meal
• Source Type
• Promocode
• Previous Events

You can also expand attendee rows to see additional details, including guest records tied to the main attendee.

How Attendee Statuses Are Set

Each mail house uses its own status terminology. LeadCenter maps those values into your event attendee statuses.

Financial Seminar Services

Financial Seminar Services uses flexible status matching. If the status text sent by FSS matches part of one of your LeadCenter attendee statuses, that status is applied. If no match is found, the attendee defaults to Registered.

Leading Response

Leading Response uses its own terminology, which is mapped automatically. Examples:

• Reserved → Registered
• Waitlist → Waitlist
• Future Event → Registered
• Cancelled → Cancelled by Attendee
• Checked In → Attended
• Disqualify → Cancelled by Us

LeadJig

LeadJig can send both a confirmation-style status and an attended status. If the attended status says Attended, that takes priority. Otherwise, the confirmation status is mapped. Examples:

• Pending → Registered
• Waitlisted → Waitlist
• Confirmed → Confirmed
• Canceled → Cancelled by Attendee

You can still change attendee statuses manually in LeadCenter if needed.

How Guests Appear

If a registration includes guests, each guest appears as:

• a separate attendee row with a purple Guest badge
• a separate contact record in LeadCenter
• a record linked to the main attendee

When you expand the main attendee row, you can see guest details such as their name, status, and relationship.

All three supported mail houses can send guest registrations.

How Mail House Data Reflects on the Contact Record

When a mail house creates or updates a contact, the contact record can reflect that source in several places.

Medium Badge

The contact’s Medium field shows how the contact entered the system. For mail house-created contacts, the Medium badge can show:

• Financial Seminar Services
• Leading Response
• LeadJig

Events Tab

On the contact record, the Events tab shows all event registrations for that contact, including registrations created by mail house integrations.

Contact Details

The integration may populate fields such as:

• Name
• Email
• Phone numbers
• Address

These values appear like normal contact data inside LeadCenter.

Activity Log

On the contact’s Activity tab, LeadCenter records event-related actions triggered by the integration, such as:

• was registered to event
• had their attendee record updated for event
• was removed from event

This helps your team track what happened and when.

Vendor-Specific Notes

Financial Seminar Services

• Registrations are sent to LeadCenter automatically.
• Attendee statuses are matched into LeadCenter based on the values sent by Financial Seminar Services.
• Guest and attendee details can also be included when available.

Leading Response

• Registrations are sent to LeadCenter automatically.
• Leading Response uses its own event and attendee status terms, which LeadCenter maps into its event and attendee statuses.
• If an event or attendee status does not look the way you expect, review it in LeadCenter and update it if needed.

LeadJig

• LeadJig registrations can sync into LeadCenter automatically.
• When using automatic sync, new registrations may take a few minutes to appear in LeadCenter.
• LeadJig statuses are mapped into LeadCenter attendee statuses based on the values sent by LeadJig.
• If your account uses LeadJig status override settings, synced attendee statuses may update existing statuses in LeadCenter.

Best Practices

• Create the event in LeadCenter before registrations begin syncing whenever possible.
• Ask your vendor to send a consistent Event ID if available.
• Ask your vendor to include a Lead ID if possible for better contact matching.
• Send a test registration before your full campaign begins.
• Review mail house-created event details and fill in anything missing.
• Check the Internal notes field to confirm which vendor created the event.
• Enable useful attendee columns such as Source Type, Meal, Promocode, and Notes.
• Update event status after the event so old events do not remain marked as Scheduled.
• Review duplicate contacts regularly, especially if registrations arrive without email addresses.
• If you use LeadJig, choose one sync method and avoid using both automatic sync and push API for the same events.

Frequently Asked Questions

How do I know if an event was created by a mail house integration?

Check the event’s Internal notes field. Mail house-created events usually include a source prefix such as: - Created from Financial Seminar., - Created from Leading Response., or - Created from Lead Jig.

Why do I see a duplicate event that looks almost the same as an existing one?

This usually happens when the incoming event data does not match the existing event closely enough. Common causes include differences in zip code, time, or missing event IDs.

Can I use all three mail house integrations at the same time?

Yes. Each integration works independently. Data from different vendors can appear together in the same Events area.

Can I still manage events and attendees manually if I also use mail house integrations?

Yes. You can combine manual event management, website registrations, CSV attendee uploads, and mail house registrations in the same system.

Why does an attendee show as Registered when I expected something else?

Each vendor maps statuses differently. If the incoming value does not match a known value cleanly, LeadCenter often defaults to Registered.

Who do I contact if I need help with a mail house integration?

Please contact support@leadcenter.ai.

If you need help setting up or managing a mail house integration, contact support@leadcenter.ai.